See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,128 | $73,933+277.5% | $96,683+188.7% | $75,163+271.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.32% | 26.70%-10.4pp | 35.69%-19.4pp | 160.62%-144.3pp |
| Employer contribution / active EE | $14,898 | $2,928+408.9% | $3,737+298.7% | $2,670+458.0% |
| Participant deferral / active EE | $6,363 | $3,659+73.9% | $4,878+30.4% | $4,125+54.3% |
| Admin fee / account holder | $11,295 | $5,216+116.5% | $6,730+67.8% | $5,651+99.9% |